CORDA Investment Management, LLC. WELL Holdings History
CORDA Investment Management, LLC.'s Welltower Inc Holding Summary
As of 2025-03-31, CORDA Investment Management, LLC. held 299,941.00 shares of Welltower Inc(WELL), totaling $45.95 Mil. This investment constitutes 3.65% of their stock portfolio, and CORDA Investment Management, LLC. now holds 0.05% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2014Q1. And since then CORDA Investment Management, LLC. has made 13 purchases of WELL, at an average price of $61.39, for a total of 870,732.00 shares. In addition, there have been 20 sales at an average price of $87.02 for 570,791.00 shares. Based on historical transaction data and WELL's current price of $161.40, CORDA Investment Management, LLC.'s estimated gain on his WELL holdings is $44.63 Mil, reflecting a 83.49% gain to date.
CORDA Investment Management, LLC. WELL ($161.40) Holding Chart
CORDA Investment Management, LLC. WELL ($161.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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